Campaign Monitor (Connection)

What: The Campaign Monitor connection allows you to synchronize segments and custom variables to Campaign Monitor for email segmentation and triggered email campaigns. For example:

  1. Personalized newsletters (creative, messaging, offers) based on user interests and engagement level
  2. Cart / visit abandonment reminders
  3. Re-stock updates
  4. Funnel / lifecycle management campaigns

With Campaign Monitor data synchronized into BlueConic, you'll have access to activated data about list membership, and email behaviors to tailor online experiences as well.

About BlueConic: BlueConic is a Customer Data Platform that harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem. Click here to learn more.

Why: Interact with your email recipients with relevancy on-site, and in their inbox! By taking Campaign Monitor data into BlueConic, you can individualize their experience on-site or in-app. By using BlueConic's unique behavioral data collection engine, you can enable a highly relevant email program for triggered emails and drip campaigns.

Authentication

Configuring your Campaign Monitor connection starts with authenticating yourself with Campaign Monitor and allowing BlueConic access to your account. Start by clicking the Connect with Campaign Monitor button:

 

A popup will appear where you can log in to Campaign Monitor with your user name and password. Next, click the button "Allow access":

The popup closes and you now see that BlueConic is now connected with Campaign Monitor:

Select the Campaign Monitor Client that you want to be using.

If you ever need to redo the authentication steps above, click Reset connection.

 

Goal(s) of this connection

Next, you specify what purpose the connection will serve. There are a couple of goals that you can choose from.

 

Synchronize data for known users

Select this goal if you want to synchronize user lists in BlueConic and Campaign Monitor.

These are the options:

Campaign Monitor list(s)
Select one or more Campaign Monitor lists. Please make sure your Campaign Monitor configuration contains at least one list.
BlueConic matching profile property
Select the profile property that will be used to match BlueConic profiles with Campaign Monitor users in both imports and exports.
BlueConic profile creation
If there is no existing match with a BlueConic profile a new BlueConic profile will be created.
BlueConic segment
Only match BlueConic profiles which are part of this segment.

 

Subscribe users to Campaign Monitor lists

Select this goal if you want to automatically subscribe visitors from a specific segment to a Campaign Monitor list:

The following options are available:

BlueConic matching profile property
Select the profile property that will be used to match a BlueConic profile to the corresponding Campaign Monitor email address. Matching will take place both in exporting and importing data.
BlueConic segment
Select the segment that contains the visitor profiles you want to use.
Campaign Monitor list(s)
Select the Campaign Monitor lists involved. You will need to select at least one list to be able to use the connection.

 

Use BlueConic segments for Campaign Monitor campaign targeting

Select this goal if you want to target visitors in a specific segment with Campaign Monitor campaigns.

These options are available:

BlueConic matching profile property
Select the profile property that will be used to match a Campaign Monitor email address to the corresponding BlueConic profile.
Campaign Monitor List Name
Select the Campaign Monitor list to map to a segment.
BlueConic segment
Select the BlueConic segment to be used for campaign targeting.

 

Click Add Mapping to add more mappings to the list. If you want to remove an existing mapping, hover over the mapping line and click the "x" icon on the right hand side to delete it.

 

BlueConic to Campaign Monitor mapping

Define which BlueConic information will be exported to Campaign Monitor.

These are the available options:

BlueConic Value Type
Choose one of:
  • BlueConic Profile Identifier: the value of the BlueConic Profile identifier will be used.
  • Associated Segment(s): use the names of all associated BlueConic segments as value. Names will be pipe-separated.

    If you want to push the associated Segments of a visitor, the option "Expose the segments that the visitor is part of" in the BlueConic Settings > Privacy menu item in BlueConic must be enabled.

  • All viewed Interactions: use the names of all viewed BlueConic interactions (for the current page view) as value. Names will be pipe-separated.
  • Profile Property: use the value of a BlueConic Profile Property in the visitors profile. If multiple values are available for the selected Profile Property, values will be pipe-separated. Under value detail select the profile property that will hold the value to send.
BlueConic Profile Property
Select the profile property that contains the value to synchronize to a Campaign Monitor field.
Campaign Monitor Field Label
Select the field that will get synchronized with the BlueConic profile property.

To delete a specific mapping, hover over it and click the "x" icon on the right hand side.

 

Campaign Monitor to BlueConic mapping

Define which Campaign Monitor information will be imported to BlueConic.

Define the variables that will be mapped with the following options:

Campaign Monitor Field Label
Select the field label from Campaign Monitor that you want to map.
BlueConic Profile Property
Select the profile property to receive the value from the Campaign Monitor field.
Merge Rule
Select what will happen when BlueConic tries to merge a Campaign Monitor field value into a profile that already has a value in the profile property. Select one of:
  • Set: The new value overwrites the existing value in the profile property.
  • Set if empty: Same as "Set", but prevents overwriting an existing value by only setting the value if the profile property was empty.
  • Add: The new value is added to the existing value of the profile property (comma separated).
  • Sum: Only when the profile property is a number and the value that is entered at the rule is also a number then these two values are added and the new value is stored in the profile property. In all other cases the rule will not change the existing value of the profile property.

Click Add Variable to add a new variable mapping to the list. To delete a variable mapping, hover over the line and click the "x" icon on the right hand side.

 

Connection Status

The logos at the top of the page provide an overview of the connection status:

There is an arrow going from Campaign Monitor to BlueConic, signifying that data is being imported. At the same time, there is also an arrow going the other way, meaning data is being also exported from BlueConic to Campaign Monitor.

If the connection were somehow configured wrong, the logos on top of the page would look as follows:

This means you need to change something to get the connection back in working order. The overview will help you to locate the error:

In the example above no goals were selected, preventing the connection from running. Select and define goals to get it back in working order.

 

The Campaign Monitor Connection is a certified plugin.